Asset management
Focus on asset management costs
Asset management costs are having an increasing impact on the returns of investments. Inter Pensionskasse therefore works with cost-effective investment products. These, in contrast to active asset management, passively reflect the performance of the market and do not try to beat the market. This approach makes it possible to save costs in asset management and improves the yield of investments without having to take greater risks.
Investment strategy
To implement the investment strategy which is determined annually, only leading banks with excellent efficiency in asset management are commissioned. Currently these are DZ PRIVATBANK Schweiz and Crédit Suisse.
The investment strategy is based on the market environment, the age structure, the value fluctuation and interest reserves of Inter Pensionskasse:
Formation of the benchmarks
| Swiss Bond Index Domestic AAA - BBB 1-3 Jahre | 5% |
| Swiss Bond Index Domestic AAA - BBB | 40% |
| JP Morgan Global traded | 10% |
| SPI (Swiss Performance Index) VN. 998'750 | 10% |
| MSCI World ex Switzerland traded | 15% |
| KGAST Immo-Index (Schweiz) | 12% |
